Latest Institutional Purchases of Permian Basin Royalty Trust (PBT)
This list provides information on the latest institutional transactions involving Permian Basin Royalty Trust (PBT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$139K - $196K
|
15.7K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.1KNew |
$133K - $188K
|
15.1K
$308K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
10KNew |
$88.1K - $125K
|
10K
$204K
|
|
|
Jul 08, 2025
Q2 2025
|
Mad River Investors
|
BUY
|
CALL |
8KNew |
$70.5K - $99.7K
|
8K
$164K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.04K+ 19.29% |
$9.14K - $12.9K
|
6.41K
$131K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1KNew |
$8.81K - $12.5K
|
1K
$20.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
437New |
$3.85K - $5.45K
|
437
$8.93K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
405+ 3.38% |
$3.57K - $5.05K
|
12.4K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
300New |
$2.64K - $3.74K
|
300
$6.13K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
200New |
$1.76K - $2.49K
|
200
$4.09K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
182New |
$1.6K - $2.27K
|
182
$3.72K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
142New |
$1.25K - $1.77K
|
142
$2.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
100New |
$881 - $1.25K
|
100
$2.04K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18New |
$159 - $224
|
18
$368
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.0% |
$17.6 - $24.9
|
59.2K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
23.7K+ 105.08% |
$229K - $288K
|
46.3K
$946K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.1KNew |
$214K - $269K
|
22.1K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5K+ 25.0% |
$48.4K - $60.8K
|
25K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.06K+ 16.03% |
$29.6K - $37.2K
|
22.1K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.5K+ 19.23% |
$24.2K - $30.4K
|
15.5K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1KNew |
$9.67K - $12.2K
|
1K
$20.4K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
286+ 1.86% |
$2.77K - $3.47K
|
15.7K
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
87New |
$841 - $1.06K
|
87
$1.78K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.59% |
$29 - $36.5
|
508
$10.4K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22.6KNew |
$238K - $314K
|
22.6K
$463K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$120K - $159K
|
11.5K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.18K+ 22.51% |
$96.3K - $127K
|
49.9K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.8KNew |
$18.9K - $24.9K
|
1.8K
$36.8K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.33KNew |
$14K - $18.5K
|
1.33K
$27.2K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1KNew |
$10.5K - $13.9K
|
1K
$20.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
909New |
$9.54K - $12.6K
|
909
$18.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
672+ 0.65% |
$7.05K - $9.31K
|
104K
$2.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
510+ 48.48% |
$5.35K - $7.07K
|
1.56K
$31.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
480New |
$5.04K - $6.65K
|
480
$9.81K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
240New |
$2.52K - $3.33K
|
240
$4.91K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
12New |
$126 - $166
|
12
$245
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.18% |
$10.5 - $13.9
|
86
$1.76K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
70.4KNew |
$739K - $846K
|
70.4K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
40.8KNew |
$428K - $490K
|
40.8K
$834K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14KNew |
$147K - $168K
|
14K
$286K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.27KNew |
$97.3K - $111K
|
9.27K
$189K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.62K+ 1089.0% |
$80K - $91.6K
|
8.32K
$170K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.01KNew |
$73.6K - $84.1K
|
7.01K
$143K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
462New |
$4.85K - $5.55K
|
462
$9.44K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
300New |
$3.15K - $3.6K
|
300
$6.13K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
26New |
$273 - $312
|
26
$531
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
124KNew |
$1.33M - $1.67M
|
124K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
12KNew |
$129K - $162K
|
12K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3KNew |
$110K - $138K
|
10.3K
$210K
|
|